Senior Client Administrator

  • Location
    Wellington, Somerset
  • Category
    Office and Secretarial - Administrator
  • Contract Type
    Permanent
  • Industry
    Administration
  • External Reference
    JN-102019-96712
  • Salary
    22000 £ - 27500 £ / Year

Are you highly organised and efficient with exceptional time management skills? Do you love a long to do list and the responsibility to provide support at a senior level? If so, then please read on!


We have a fantastic opportunity for a Senior Client Administrator to join a highly established, successful and renowned corporate company working 37.5 hours per week, Monday to Friday 8.45am - 5.15pm.


The successful candidate will be offered an attractive starting salary of £22,500-£27,500 PA dependant on experience and a generous annual allowance of 25 days holiday plus Bank Holidays.


Working in a lovely open plan, smart office within a friendly and highly welcoming team you will need to be a team player with excellent work ethic. This truly is a great opportunity to work for a prestigious business who provide a service focused on their clients needs hence their impressive local reputation. This really is a company you would want to join!


Key Duties and Responsibilities will include:



  • Daily trading of new cash on the firm's platforms of choice, and approve initial fees where required

  • Maintaining the firms cash management spreadsheet to ensure cash levels are maintained and income payments are made

  • Contribute towards the quarterly reporting process for the firm's Discretionary clients and Advisory clients.

  • Contribute to project work with regards to trading and client management as required

  • Maintenance of client records on the back office system (currently Intelligent Office)

  • Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements

  • Uploading file notes to the back office system, following client or company contact

  • General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties

  • Completion, submission and follow up of applications, ensuring new business cases are processed in a compliant manner

  • Requesting required documentation from clients and sending policy documents to clients

  • Ordering quotes and requesting policy details for consultants

  • Submitting and processing surrender requests, death claims etc

  • Ensure that significant risk issues are referred to the Office Manager where appropriate

  • Make a constructive contribution to the continuing development of the team and company

  • Proactively enhance industry knowledge, through external and internal sources


The successful candidate should have the following Knowledge, Skills and Experience:



  • Experience within a financial services company (highly desirable and beneficial although not essential)

  • Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations

  • Analytical in solving tasks with a keen attention for detail

  • Possess excellent organisational and time management skills with an ability to work under pressure and prioritise

  • Deliver effective and positive communication, and demonstrate competent use of IT


Attitude really is key for this role, you will need to have the desire to complete tasks to the highest standards and in a timely fashion, a positive and proactive approach to work and a calm and considered outlook in approaching problem solving.


If this position has caught your attention and you would like to apply then please do so online or email your CV to Georgina.caddick@office-angels.com. If you'd prefer to speak on the phone before applying then we really do welcome you to call for a chat on 01823 285440.


We look forward to hearing from you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Catherine Knight